- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... The Global Trusts & Estates Practice is an...meet the needs of the beneficiaries. + Assist the Trust Officer to maintain current information on… more
- Bank of America (Houston, TX)
- Estate Settlement Officer III Dallas, Texas;Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a...+ Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require… more
- Bankers Trust (Des Moines, IA)
- Senior Trust Officer Location Des Moines, IA # of openings 1 Apply Now ... of the Business Record. Job Summary: The Senior Fiduciary Trust Officer is responsible for administration and...a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some… more
- Raymond James Financial, Inc. (Columbus, GA)
- …meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Citizens (Philadelphia, PA)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW… more
- Comerica (Dallas, TX)
- Trust Advisor III ( Estate Settlement Officer ) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to ... settlement process as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you will be responsible for serving as an Executor or… more
- Dunham & Associates Investment Counsel, Inc. (Laramie, WY)
- TRUST OFFICER An Opportunity to Craft Your...managing financial risk; + Execute the terms of any estate plan or document in which Dunham Trust ... Colorado, and Las Vegas, built on our commitment to excellence. The Opportunity As a Trust Officer in our upcoming Laramie, Wyoming office, you will be part of… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... make a difference. Join us! **Job Summary:** The Senior Trust Officer maintains a book of fiduciary...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service + Support the Estate Officer in all aspects of estate administration including ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...clients via email and phone. + Partner with the Estate Officer to retain client base by… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …with supervisory interaction and support. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... with wealth planning needs, and managing risk. This Senior Trust Officer (STO) position focuses on serving...competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and… more
- M&T Bank (Buffalo, NY)
- …and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. + ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- Bank of America (Atlanta, GA)
- Trust Officer II Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... relationships and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice + Proactively engage other… more
- HSBC (New York, NY)
- …Trust Officers in the servicing and operational maintenance of more complex trust and estate account /portfolios, ensuring compliance with pertinent Company ... policies and external regulations. As our Trust Relationship Officer you will: + Provide quality service to account customers and beneficiaries in responding to… more
- Bankers Trust (Scottsdale, AZ)
- Senior Private Banking Officer Location Scottsdale, AZ # of openings 1 Apply Now ... corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. There are important qualities you look for… more
- Bank of America (Savannah, GA)
- Trust Officer I Savannah, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Successfully works with centers of influence and the professional… more
- Fidelity Bank & Trust (Platteville, WI)
- Ag/Commercial Loan Officer Platteville, WI (http://maps.google.com/maps?q=6+Insight+Dr+Platteville+WI+53818) Description Are you passionate about finance and ... to join our team as an enthusiastic Ag/Commercial Loan Officer . As an Ag/Commercial Loan Officer , you...of clients, including operating loans, equipment financing, and real estate loans. . Monitor loan portfolios and proactively address… more
- Union Bank and Trust Company (Lincoln, NE)
- Position Summary: The Closing Officer processes and closes real estate loans. This includes all processing steps from origination through closing, the accurate ... dismissal of pending case), bankruptcies, payoffs, taxes, special assessments, corporate or trust documents, POA's, and the transfer of water service. At time of… more
- Michigan State University (East Lansing, MI)
- …of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including ... Job postings Regional Gift Planning Advisor / Development Officer II Back to search results Apply now...and vehicles, along with an understanding of tax and trust laws applicable to the basic estate … more